Prodware Solutions ยท 6 hours ago
Financial Services Representative
United States
Contract
Remote
Entry Level
1+ years exp
Maximize your interview chancesConsultingInformation Technology
Hiring Manager
Harish Kumar
Insider Connection @Prodware Solutions
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Responsibilities
Answer incoming calls from brokers, clients, merchants, and financial institutions related to checking accounts, debit cards, ACH transfers, and bill payments.
Provide top-notch customer service by adhering to required call techniques, ensuring inquiries are handled promptly, courteously, and with a high level of accuracy.
Collaborate with cross-functional teams to resolve customer issues efficiently and accurately, escalating complex cases as needed.
Follow general instructions on special assignments while working independently on routine tasks.
Share knowledge of products and procedures with less experienced team members and assist with follow-up calls as necessary.
Maintain up-to-date knowledge of company products and services, ensuring the ability to answer customer questions effectively.
Accurately document customer interactions and issue resolutions in the system for record-keeping and reporting purposes.
Qualification
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Required
Proven experience in customer service, preferably in the financial services sector (1-3 years).
Strong understanding of financial products such as checking accounts, debit cards, ACH, and bill payment processes.
Exceptional verbal and written communication skills with an emphasis on clarity and customer care.
Ability to work independently in a remote setting while adhering to company guidelines.
High attention to detail and a strong focus on accuracy when handling transactions and customer inquiries.
Familiarity with CRM software and basic office programs (Microsoft Office, Google Suite, etc.).
Ability to remain patient and calm under pressure while solving customer issues.
Ability to follow general instructions for routine tasks and contribute to special assignments as needed.
Preferred
Experience working remotely or in a virtual team environment.
Familiarity with financial institutions or previous work experience in a related industry.
Demonstrated ability to manage time effectively and work under minimal supervision
Company
Prodware Solutions
Prodware Solutions provides IT consulting services and oracle JD Edward solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Abhinav Mittal
Co-Founder & EVP
Sohil Kothari
Founder and Managing Partner
Company data provided by crunchbase
